03/22/2026
Company: Description: Responsible for retention of existing business and the development of business within assigned accounts. Client Service Executive associates acts as a leader for the Retirement Services team. Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the clients throughout the year to ensure a high level of service and that client expectations are being met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by providing employee education and increasing contributions. Develop strong business relationships and client trust. Ensure client compliance with annual plan testing and form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution. Facilitate and deliver employee education...
MarshMcLennan
San Diego, CA, USA
Full Time
